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Regions Financial

562 hedge funds and large institutions have $8.6B invested in Regions Financial in 2015 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 206 increasing their positions, 203 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

1% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 203

0.01% less ownership

Funds ownership: 72.55%72.54% (-0.01%)

0% less funds holding

Funds holding: 564562 (-2)

2% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 46

14% less capital invested

Capital invested by funds: $9.98B → $8.6B (-$1.38B)

18% less call options, than puts

Call options by funds: $17.4M | Put options by funds: $21.3M

Holders
562
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
15.69%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.31%
New
45
Increased
206
Reduced
203
Closed
46
Calls
$17.4M
Puts
$21.3M
Net Calls
-$3.91M
Net Calls Change
+$2.23M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
501
CT Financial Advisors
Pennsylvania
$29.2K -$2.06K -208 -6%
S
502
SignatureFD
Georgia
$29K -$15.2K -1,537 -32%
HNB
503
Huntington National Bank
Ohio
$28K -$33.5K -3,390 -52%
Loomis, Sayles & Company
504
Loomis, Sayles & Company
Massachusetts
$28K +$31K +3,136 New
LFR
505
Lehman Financial Resources
Pennsylvania
$27K +$29.8K +3,016 New
ASN
506
Advisory Services Network
Georgia
$26K -$2.7K -273 -9%
GAM
507
Gemmer Asset Management
California
$25K
CBT
508
Central Bank & Trust
Kentucky
$24K +$26.2K +2,650 New
AIM
509
Advantage Investment Management
Iowa
$22K
N
510
Nuveen
North Carolina
$21.7K -$256K -25,887 -1%
CAW
511
Cornerstone Advisors (Washington)
Washington
$21K -$1.56K -158 -6%
NFG
512
Next Financial Group
Texas
$19K -$28.8K -2,913 -57%
GWM
513
Gupta Wealth Management
California
$18K -$14.8K -1,500 -43%
BKA
514
Brick & Kyle Associates
Pennsylvania
$18K
HCP
515
Holt Capital Partners
Texas
$18K
WCM
516
Windsor Capital Management
Arizona
$18K +$19.8K +2,000 New
ZB
517
Zions Bancorporation
Utah
$16K +$15.6K +1,579 New
BCM
518
Brookstone Capital Management
Illinois
$15K -$5.93K -600 -26%
LNB
519
Ledyard National Bank
$15K
BBHC
520
Brown Brothers Harriman & Co
New York
$14K
WT
521
Whittier Trust
California
$14K
FCCM
522
First City Capital Management
Georgia
$13K
TFO
523
Tarbox Family Office
California
$13K +$939 +95 +7%
SC
524
Saturna Capital
Washington
$12K
CA
525
CapWealth Advisors
Tennessee
$12K +$59 +6 +0.4%

RF Hedge Fund Activity: Q3 2015 in Review

562 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Regions Financial (RF) for Q3 2015, worth a combined $8.6B — down 14% from $9.98B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of RF and 45 opened new positions — a net loss of 1 holder — while 203 trimmed existing stakes and 206 added.

The largest buyer was Fidelity Investments, adding an estimated $171M. The largest seller was T. Rowe Price Associates, cutting an estimated $161M.

  • 562 institutional investors held Regions Financial (RF) as of Q3 2015, down from 564 in Q2 2015.
  • Funds reported $8.6B of Regions Financial stock for Q3 2015, down 14% quarter-over-quarter.
  • 45 funds opened new Regions Financial positions in Q3 2015 and 46 closed out, a net change of -1 holder.
  • The largest Regions Financial buyer in Q3 2015 was Fidelity Investments, an estimated $171M added.
  • The largest Regions Financial seller in Q3 2015 was T. Rowe Price Associates, an estimated $161M sold.

Based on aggregated 13F filings for Q3 2015.